Hedge Fund Association Northeast Chapter
when & WHERE
Monday, June 4, 2012
  • 4:30pm-5:00pm - Registration
  • 5:00pm-6:15pm - Panel Discussion
  • 6:15pm-7:30pm - Cocktails
80 City Square
Boston, MA 02129

Complimentary Parking will be available.
To enter garage, turn right onto Warren Street at the lights at the end of the building, and then right onto Water Street. The garage is in the second building on your right.


Lead Sponsor & Host

HFA Contacts

Hedge Fund Association

Global Executive Director
Lara Block

Global President
Mitch Ackles
Hedge Fund PR

Northeast Chapter Director
John Peterson
Cogency Software


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Upcoming Events
HFA Symposiums:

June 14 - HFA Connecticut
at L'Escale, Greenwich, CT
Successful Capital Raising: Post JOBS Act

Golf League Outings:

May 31 - HFA NE Chapter Golf League
June 28 - HFA NE Chapter Golf League
July 26 - HFA NE Chapter Golf League
at the Doral Arrowwood Resort Center
975 Anderson Hill Road
Rye Brook, NY

Championship Outing:

Aug 25 - Inaugural HFA Golf
Championship Outing (18 Hole)

at the Centennial Golf Club
185 John Simpson Road
Carmel, NY 10512

Join the HFA
Join in May 2012 and receive free:
"The Little Book of Hedge Funds"
The Little Book of Hedge Funds
by Anthony Scaramucci

To join click here.

HFA Thought Leaders


Rothstein Kass

HFA Northeast Chapter Symposium
As equity markets have rallied over the past two quarters, investor sentiment appears to have improved. However, with hedge funds underperforming soaring equity markets over the past several months, will hedge funds be able to attract capital? The recently signed JOBS Act has made it possible for hedge funds to advertise. Will that result in big funds getting even bigger, or will smaller and mid-size funds also benefit from the change in legislation? If you are interested in finding out the answers to these issues, and what you can do to improve your marketing efforts, then this event should not be missed. Join us at McGladrey in Boston, MA on June 4th for the HFA Symposium on Capital Raising, Post JOBS Act and listen to a panel of experts discussing these topics.

This Symposium is complimentary for all HFA members, including investors, managers and service providers. Non-member investors and managers may also register at no charge. A limited number of non-member service providers may register for $100/per person. Space is limited, please select a link below and RSVP now:

HFA Members

Non Member Managers and Investors

Non-Member Service Providers

Request Media Pack


Steven M. Giordano

Steve Giordano’s practice focuses on the formation of domestic and offshore private investment funds, including hedge funds, private equity, venture capital, real estate investment funds and funds of funds, from both a legal and tax perspective. He advises fund managers on a variety of issues ranging from capital formations, regulatory compliance and internal governance to the structuring and negotiating of portfolio investment transactions. Steve has experience on matters relating to management company structuring, employment agreements, joint ventures, seed capital arrangements, soft dollars, blue sky filings and issues involving regulatory compliance. Prior to joining Bingham from another Boston law firm, Steve was portfolio counsel for Atlas Venture, an international venture capital firm. In addition, Steve practiced as a certified public accountant with a Big Four accounting firm prior to attending law school.


Andrew Saunders
Head of Capital Introduction, Direct Access Partners

Andrew Saunders is the Head of Capital Introduction and a member of the Capital Alternatives Group at Direct Access Partners. Prior to Direct Access Partners, Mr. Saunders held a similar role at EFX Prime Services, the prime brokerage business of First New York Securities. Before EFX Prime Services, Mr. Saunders was a Managing Director at Hedge Connection. His leadership responsibilities included business development, client relations, investor liaison, media relations and strategic partnerships. Mr. Saunders began his career on Wall Street was with Taylor Rafferty, a boutique cross-border investor relations firm. During his 7-year tenure, he assisted senior management implement all aspects of their investor relations programs including: corporate strategy development, IPO/Secondary road shows, media relations, and led 12 ADR listings & IPOs on the NYSE and NASDAQ. Mr. Saunders holds the Series 7 and 63 licenses, the Chartered Alternative Investment Analyst designation (CAIA) and is an officer of the CAIA NY Chapter. Prior to entering the financial services industry, Mr. Saunders spent four years in Malaysia and Indonesia as a teacher and entrepreneur.

Michael Scanlon

Michael J. Scanlon
Consulting and Raising Assets for Funds
AiCE Group

Michael Scanlon has a unique vantage point to see the dynamic flow of asset raising in the alternative business from his many years raising institutional assets. Working extensively in the hedge fund promotion, business development and marketing arena with thousands of institutional investors, Michael is known to the full spectrum of allocators and has also been a speaker at many conferences.

In 2005, Michael began to dedicate his time to the capital raising business, raising assets in-house for two different hedge funds: Amivest, a platform of technical and quantitative funds within North Fork Bank; and, River Edge Capital, a global long-short fund. He joined HedgeCo Securities as a partner in late 2008 and ran the third party marketing team of sales people. Currently, Mr. Scanlon has a Global Macro - LatAm Fund with $1.7B in AUM, that he is marketing in the US, to the biggest allocators in this space.

Tim Crawford

Tim Crawford
Chicago Alternative Investment Partners

Tim Crawford is the President of Chicago Alternative Investment Partners. Prior to joining Chicago AIP he spent over 14 years at ABN AMRO Clearing, compiled during two different tenures, where most recently he was a Director and Global Head of Alternative Asset Manager Clearing and Head of Capital Introduction. Prior to this recent turn at ABN AMRO he was Executive Director of Business Development for the AlphaMetrix managed account platform.

Tim has an MBA in Finance, Strategic Management and International Business from the University of Chicago Booth School of Business and a BA in Finance from Lewis University. He serves on the Board of Regents for Lewis University.

Chicago AIP wasfounded in 2004 to meet the needs of investors by developing alternative investment products, which expand the options currently available to investors. Chicago AIP leverages its extensive industry experience by combining it with internationally renowned academics to develop and distribute innovative alternative investment products. Chicago AIP's products include the Focused Alpha Fund, which is an algorithmic multi-manager program with a track record of over 4 years.

Alexis Graham

Alexis Graham
Acceleration Capital Group

Mr. Graham has over 18 years of experience working in the hedge fund industry having co-founded Acceleration Capital Group, (“ACG”) in March of 2008. Acceleration Capital Group is a division of Arcadia Securities, LLC, an introducing broker-dealer owned and operated by a family office. ACG is a financial services platform specializing in the placement of alternative investment products with a focus on earlier stage hedge funds. In addition Mr. Graham is the managing partner of ACG Multi Series, a managed account fund.

Mr Graham’s experience includes building the capital introduction program at VanthedgePoint Securities. Further his experience includes building the hedge fund information company HedgeWorld.com, where he served as Managing Director of Sales and worked as part of the team responsible for HedgeWorld Markets, a hedge fund capital raising platform. He also held positions at Optima Fund Management, a New York-based fund of hedge funds, and Gruss & Co. as a merger arbitrage analyst. Mr. Graham graduated from Hamilton College with a Bachelor of Arts. He earned his MBA from New York University's Leonard N. Stern School of Business. Mr. Graham holds the FINRA Series 7 and 63 licenses.

Scott Mackey

Moderator: Scott Mackey, CPA
McGladrey LLP

Scott is a partner and leader of the Financial Services practice in New England. He is responsible for all aspects of McGladrey’s delivery of assurance, taxation, risk advisory and IT consulting services to the New England asset management and financial services sector. Scott has more than 15 years of “Big 4” public accounting experience and has extensive experience across the asset management industry having served both the alternative investment space, including hedge fund, private equity and fund of fund complexes, and registered investment companies including mutual funds.

The Hedge Fund Association is not responsible for attendee travel costs in the case of an event cancellation.

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